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Davis Wealth Advisors, LLC: EAGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Davis Wealth Advisors, LLC on EAGG, newest first. How the timeline and the estimate are built.

Davis Wealth Advisors, LLC held 59,943 EAGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,943 shares
    Change vs previous 13F +17,472 shares

    2.2% of the 13F portfolio, value $2,841,899.

    13F-HR 0001214659-26-010181 filed by Davis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,471 shares
    Change vs previous 13F +8,679 shares

    1.68% of the 13F portfolio, value $2,019,483.

    13F-HR 0001214659-26-006214 filed by Davis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,792 shares
    Change vs previous 13F +1,427 shares

    1.35% of the 13F portfolio, value $1,616,943.

    13F-HR 0001214659-26-001926 filed by Davis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 32,365 shares
    Change vs previous 13F +4,776 shares

    1.4% of the 13F portfolio, value $1,554,490.

    13F-HR 0001214659-26-011275 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 27,589 shares
    Change vs previous 13F -2,971 shares

    1.39% of the 13F portfolio, value $1,311,568.

    13F-HR 0001214659-26-011672 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F 30,560 shares
    Change vs previous 13F +8,748 shares

    1.64% of the 13F portfolio, value $1,450,996.

    13F-HR 0001214659-26-011670 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F 21,812 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,012,947.

    13F-HR 0001214659-26-011668 filed by Davis Wealth Advisors, LLC
    Accepted , ingested